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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBU
326
CIBC Bancorp USA
Illinois
$337K +$337K +13,360 New
TPI
327
Trust Point Inc
Wisconsin
$335K +$103K +4,074 +44%
VFIC
328
Valley Forge Investment Consultants
Pennsylvania
$334K
CWS
329
Cypress Wealth Services
California
$333K
XF
330
XML Financial
Maryland
$332K -$15.1K -597 -4%
KHC
331
Koesten Hirschmann & Crabtree
Kansas
$332K +$332K +13,139 New
NGA
332
Naples Global Advisors
Florida
$331K -$10.1K -400 -3%
Susquehanna International Group
333
Susquehanna International Group
Pennsylvania
$330K -$5.83M -230,811 -95%
SAG
334
SageView Advisory Group
California
$330K
OMIC
335
Old Mission Investment Co
Michigan
$328K +$328K +12,973 New
Koshinski Asset Management
336
Koshinski Asset Management
Illinois
$324K +$24.8K +981 +8%
FF
337
Farnam Financial
Arizona
$316K +$2.55K +101 +0.8%
FAC
338
Financial Advisory Corporation
Michigan
$314K +$8.91K +353 +3%
NL
339
NWAM LLC
Washington
$310K +$2.52K +100 +0.8%
KWM
340
Kingsview Wealth Management
Oregon
$310K +$310K +12,266 New
BSG
341
Black Swift Group
Colorado
$309K +$309K +12,225 New
FJWM
342
Ferguson Johnson Wealth Management
Maryland
$308K
NLWP
343
Next Level Wealth Planning
Idaho
$301K +$55.1K +2,182 +22%
PMG
344
ProVise Management Group
Florida
$298K +$298K +11,820 New
BMM
345
Berkshire Money Management
Massachusetts
$295K +$295K +11,687 New
SVWA
346
Sarver Vrooman Wealth Advisors
Missouri
$293K
GI
347
GAMMA Investing
California
$292K +$175K +6,916 +149%
JAG
348
Journey Advisory Group
Kentucky
$290K
SL
349
Sentinus LLC
Illinois
$288K
FDCP
350
Foster Dykema Cabot & Partners
Massachusetts
$283K